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Commonwealth Financial Services, LLC: FRDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Commonwealth Financial Services, LLC on FRDM, newest first. How the timeline and the estimate are built.

Commonwealth Financial Services, LLC held 93,657 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,657 shares
    Change vs previous 13F -199,925 shares

    0.92% of the 13F portfolio, value $6,827,583.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 293,582 shares
    Change vs previous 13F -13,273 shares

    2.54% of the 13F portfolio, value $16,044,262.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 306,855 shares
    Change vs previous 13F -4,898 shares

    2.59% of the 13F portfolio, value $15,732,461.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 311,753 shares
    Change vs previous 13F +52,000 shares

    2.36% of the 13F portfolio, value $13,813,769.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 259,753 shares
    Change vs previous 13F +2,173 shares

    2.02% of the 13F portfolio, value $10,494,039.

    13F-HR 0001536755-25-000010 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 257,580 shares
    Change vs previous 13F +526 shares

    1.85% of the 13F portfolio, value $9,028,787.

    13F-HR 0001536755-25-000007 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 257,054 shares
    Change vs previous 13F +10,824 shares

    1.65% of the 13F portfolio, value $8,400,529.

    13F-HR 0001536755-25-000003 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 246,230 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $8,787,958.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).